Annual Income Rates, Cost Rates, and Balances — 2025 OASDI Trustees Report
Single-Year Tables | Historical data | Intermediate Assumptions | Low-Cost Assumptions | High-Cost Assumptions |
OASI | DI | OASDI | |||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Calendar year |
Income rate a |
Cost rate b |
Balance b c |
Income rate a |
Cost rate b |
Balance b c |
Income rate a |
Cost rate b |
Balance b c | ||||||||||
Historical data: |
|||||||||||||||||||
1970 | 7.60 | 7.39 | 0.21 | 1.11 | 0.81 | 0.31 | 8.71 | 8.19 | 0.52 | ||||||||||
1971 | 8.25 | 8.33 | -.08 | 1.13 | .96 | .16 | 9.37 | 9.29 | .08 | ||||||||||
1972 | 8.12 | 8.17 | -.06 | 1.09 | 1.01 | .08 | 9.21 | 9.18 | .03 | ||||||||||
1973 | 8.49 | 8.63 | -.14 | 1.10 | 1.09 | d | 9.59 | 9.73 | -.14 | ||||||||||
1974 | 8.48 | 8.62 | -.14 | 1.11 | 1.16 | -.05 | 9.58 | 9.78 | -.19 | ||||||||||
1975 | 8.83 | 9.31 | -.49 | 1.16 | 1.36 | -.19 | 9.99 | 10.67 | -.68 | ||||||||||
1976 | 8.90 | 9.44 | -.54 | 1.16 | 1.44 | -.28 | 10.06 | 10.88 | -.83 | ||||||||||
1977 | 8.83 | 9.47 | -.64 | 1.17 | 1.50 | -.34 | 9.99 | 10.98 | -.98 | ||||||||||
1978 | 8.50 | 9.28 | -.78 | 1.51 | 1.45 | .07 | 10.02 | 10.73 | -.71 | ||||||||||
1979 | 8.45 | 8.90 | -.44 | 1.45 | 1.36 | .10 | 9.91 | 10.25 | -.34 | ||||||||||
1980 | 9.03 | 9.35 | -.32 | 1.16 | 1.38 | -.22 | 10.20 | 10.73 | -.54 | ||||||||||
1981 | 9.69 | 9.96 | -.27 | 1.33 | 1.39 | -.06 | 11.02 | 11.35 | -.33 | ||||||||||
1982 | 9.27 | 10.60 | -1.32 | 1.65 | 1.34 | .31 | 10.92 | 11.94 | -1.01 | ||||||||||
1983 | 9.67 | 10.28 | -.61 | 1.28 | 1.22 | .06 | 10.95 | 11.50 | -.55 | ||||||||||
1984 | 10.46 | 10.14 | .32 | 1.01 | 1.16 | -.15 | 11.47 | 11.30 | .17 | ||||||||||
1985 | 10.59 | 9.94 | .65 | 1.07 | 1.13 | -.06 | 11.66 | 11.07 | .59 | ||||||||||
1986 | 10.55 | 9.83 | .72 | 1.01 | 1.11 | -.10 | 11.56 | 10.94 | .62 | ||||||||||
1987 | 10.54 | 9.60 | .94 | 1.01 | 1.10 | -.09 | 11.54 | 10.69 | .85 | ||||||||||
1988 | 11.16 | 9.57 | 1.59 | 1.06 | 1.08 | -.02 | 12.22 | 10.65 | 1.57 | ||||||||||
1989 | 11.31 | 9.51 | 1.80 | 1.08 | 1.06 | .01 | 12.38 | 10.57 | 1.81 | ||||||||||
1990 | 11.47 | 9.65 | 1.82 | 1.18 | 1.09 | .10 | 12.65 | 10.74 | 1.91 | ||||||||||
1991 | 11.51 | 10.15 | 1.36 | 1.21 | 1.18 | .03 | 12.72 | 11.33 | 1.39 | ||||||||||
1992 | 11.34 | 10.28 | 1.07 | 1.20 | 1.27 | -.06 | 12.54 | 11.54 | 1.00 | ||||||||||
1993 | 11.24 | 10.37 | .88 | 1.19 | 1.35 | -.16 | 12.44 | 11.72 | .72 | ||||||||||
1994 | 10.73 | 10.22 | .51 | 1.86 | 1.40 | .46 | 12.59 | 11.62 | .97 | ||||||||||
1995 | 10.65 | 10.23 | .42 | 1.87 | 1.44 | .43 | 12.52 | 11.67 | .85 | ||||||||||
1996 | 10.71 | 10.06 | .65 | 1.88 | 1.48 | .40 | 12.59 | 11.54 | 1.05 | ||||||||||
1997 | 10.91 | 9.84 | 1.08 | 1.73 | 1.44 | .29 | 12.64 | 11.27 | 1.37 | ||||||||||
1998 | 10.82 | 9.45 | 1.37 | 1.69 | 1.42 | .27 | 12.51 | 10.87 | 1.64 | ||||||||||
1999 | 10.90 | 9.10 | 1.80 | 1.71 | 1.42 | .29 | 12.61 | 10.52 | 2.09 | ||||||||||
2000 | 10.85 | 8.98 | 1.87 | 1.78 | 1.42 | .36 | 12.62 | 10.40 | 2.23 | ||||||||||
2001 | 10.90 | 9.08 | 1.82 | 1.82 | 1.48 | .35 | 12.73 | 10.56 | 2.17 | ||||||||||
2002 | 11.06 | 9.29 | 1.76 | 1.85 | 1.60 | .24 | 12.90 | 10.89 | 2.01 | ||||||||||
2003 | 10.79 | 9.35 | 1.44 | 1.80 | 1.68 | .12 | 12.59 | 11.03 | 1.56 | ||||||||||
2004 | 10.73 | 9.27 | 1.46 | 1.79 | 1.78 | .02 | 12.53 | 11.05 | 1.48 | ||||||||||
2005 | 10.96 | 9.31 | 1.65 | 1.84 | 1.85 | -.02 | 12.80 | 11.16 | 1.63 | ||||||||||
2006 | 10.96 | 9.18 | 1.78 | 1.83 | 1.88 | -.05 | 12.79 | 11.06 | 1.73 | ||||||||||
2007 | 11.01 | 9.44 | 1.57 | 1.84 | 1.88 | -.04 | 12.85 | 11.32 | 1.53 | ||||||||||
2008 | 10.90 | 9.54 | 1.37 | 1.83 | 2.01 | -.19 | 12.73 | 11.55 | 1.18 | ||||||||||
2009 | 11.23 | 10.74 | .50 | 1.88 | 2.31 | -.43 | 13.11 | 13.05 | .06 | ||||||||||
2010 | 10.75 | 11.06 | -.30 | 1.79 | 2.41 | -.62 | 12.54 | 13.47 | -.92 | ||||||||||
2011 | 10.83 | 11.04 | -.21 | 1.80 | 2.42 | -.62 | 12.63 | 13.46 | -.83 | ||||||||||
2012 | 11.05 | 11.35 | -.30 | 1.81 | 2.47 | -.66 | 12.85 | 13.82 | -.96 | ||||||||||
2013 | 10.96 | 11.53 | -.57 | 1.81 | 2.43 | -.63 | 12.77 | 13.97 | -1.20 | ||||||||||
2014 | 10.95 | 11.59 | -.64 | 1.81 | 2.35 | -.55 | 12.76 | 13.95 | -1.19 | ||||||||||
2015 | 11.02 | 11.64 | -.62 | 1.81 | 2.27 | -.47 | 12.82 | 13.91 | -1.09 | ||||||||||
2016 | 10.70 | 11.69 | -.99 | 2.39 | 2.20 | .19 | 13.09 | 13.89 | -.80 | ||||||||||
2017 | 10.63 | 11.55 | -.92 | 2.42 | 2.09 | .33 | 13.05 | 13.64 | -.59 | ||||||||||
2018 | 10.26 | 11.67 | -1.41 | 2.32 | 2.01 | .31 | 12.58 | 13.68 | -1.10 | ||||||||||
2019 | 10.96 | 11.89 | -.93 | 1.84 | 1.93 | -.09 | 12.80 | 13.82 | -1.02 | ||||||||||
2020 | 11.60 | 12.45 | -.85 | 1.90 | 1.90 | .01 | 13.50 | 14.35 | -.84 | ||||||||||
2021 | 10.48 | 12.00 | -1.52 | 1.71 | 1.71 | d | 12.20 | 13.71 | -1.51 | ||||||||||
2022 | 10.87 | 12.01 | -1.14 | 1.78 | 1.60 | .17 | 12.65 | 13.62 | -.97 | ||||||||||
2023 | 11.27 | 12.63 | -1.36 | 1.84 | 1.58 | .26 | 13.10 | 14.21 | -1.11 | ||||||||||
2024 | 11.46 | 13.11 | -1.65 | 1.86 | 1.56 | .30 | 13.32 | 14.67 | -1.34 | ||||||||||
Intermediate: |
|||||||||||||||||||
2025 | 11.01 | 13.56 | -2.55 | 1.79 | 1.59 | .20 | 12.80 | 15.15 | -2.35 | ||||||||||
2026 | 11.22 | 13.66 | -2.43 | 1.81 | 1.63 | .18 | 13.03 | 15.29 | -2.25 | ||||||||||
2027 | 11.27 | 13.84 | -2.57 | 1.81 | 1.64 | .18 | 13.08 | 15.48 | -2.39 | ||||||||||
2028 | 11.29 | 14.00 | -2.71 | 1.81 | 1.59 | .23 | 13.11 | 15.59 | -2.48 | ||||||||||
2029 | 11.32 | 14.15 | -2.83 | 1.82 | 1.54 | .28 | 13.14 | 15.69 | -2.55 | ||||||||||
2030 | 11.34 | 14.30 | -2.96 | 1.81 | 1.50 | .32 | 13.16 | 15.80 | -2.64 | ||||||||||
2031 | 11.37 | 14.43 | -3.06 | 1.81 | 1.48 | .33 | 13.18 | 15.91 | -2.73 | ||||||||||
2032 | 11.39 | 14.53 | -3.14 | 1.81 | 1.47 | .34 | 13.20 | 16.00 | -2.80 | ||||||||||
2033 | 11.43 | 14.60 | -3.18 | 1.82 | 1.47 | .35 | 13.24 | 16.07 | -2.83 | ||||||||||
2034 | 11.45 | 14.68 | -3.23 | 1.82 | 1.47 | .35 | 13.27 | 16.15 | -2.88 | ||||||||||
2035 | 11.46 | 14.75 | -3.29 | 1.82 | 1.48 | .34 | 13.28 | 16.23 | -2.95 | ||||||||||
2036 | 11.47 | 14.83 | -3.36 | 1.82 | 1.49 | .32 | 13.29 | 16.32 | -3.04 | ||||||||||
2037 | 11.48 | 14.91 | -3.43 | 1.82 | 1.51 | .31 | 13.29 | 16.41 | -3.12 | ||||||||||
2038 | 11.48 | 14.97 | -3.48 | 1.82 | 1.52 | .30 | 13.30 | 16.49 | -3.19 | ||||||||||
2039 | 11.49 | 15.01 | -3.52 | 1.82 | 1.54 | .28 | 13.31 | 16.55 | -3.24 | ||||||||||
2040 | 11.50 | 15.04 | -3.54 | 1.82 | 1.56 | .26 | 13.32 | 16.60 | -3.29 | ||||||||||
2041 | 11.50 | 15.05 | -3.55 | 1.82 | 1.59 | .23 | 13.32 | 16.65 | -3.33 | ||||||||||
2042 | 11.50 | 15.06 | -3.55 | 1.82 | 1.62 | .20 | 13.32 | 16.68 | -3.35 | ||||||||||
2043 | 11.51 | 15.06 | -3.55 | 1.82 | 1.65 | .17 | 13.33 | 16.71 | -3.38 | ||||||||||
2044 | 11.51 | 15.06 | -3.55 | 1.82 | 1.68 | .14 | 13.33 | 16.74 | -3.41 | ||||||||||
2045 | 11.51 | 15.07 | -3.56 | 1.82 | 1.70 | .12 | 13.34 | 16.77 | -3.44 | ||||||||||
2046 | 11.51 | 15.08 | -3.56 | 1.82 | 1.72 | .10 | 13.34 | 16.80 | -3.46 | ||||||||||
2047 | 11.52 | 15.09 | -3.58 | 1.83 | 1.74 | .08 | 13.34 | 16.84 | -3.49 | ||||||||||
2048 | 11.52 | 15.12 | -3.60 | 1.83 | 1.76 | .07 | 13.35 | 16.88 | -3.53 | ||||||||||
2049 | 11.53 | 15.15 | -3.62 | 1.83 | 1.77 | .05 | 13.35 | 16.92 | -3.57 | ||||||||||
2050 | 11.53 | 15.18 | -3.65 | 1.83 | 1.79 | .04 | 13.36 | 16.97 | -3.61 | ||||||||||
2051 | 11.53 | 15.22 | -3.69 | 1.83 | 1.80 | .03 | 13.36 | 17.02 | -3.66 | ||||||||||
2052 | 11.54 | 15.27 | -3.73 | 1.83 | 1.81 | .02 | 13.37 | 17.08 | -3.71 | ||||||||||
2053 | 11.54 | 15.32 | -3.78 | 1.83 | 1.82 | .01 | 13.37 | 17.15 | -3.77 | ||||||||||
2054 | 11.55 | 15.39 | -3.84 | 1.83 | 1.83 | d | 13.38 | 17.22 | -3.84 | ||||||||||
2055 | 11.56 | 15.46 | -3.91 | 1.83 | 1.84 | -.01 | 13.39 | 17.30 | -3.91 | ||||||||||
2056 | 11.56 | 15.55 | -3.98 | 1.83 | 1.84 | -.01 | 13.39 | 17.38 | -3.99 | ||||||||||
2057 | 11.57 | 15.64 | -4.07 | 1.83 | 1.84 | -.01 | 13.40 | 17.48 | -4.08 | ||||||||||
2058 | 11.58 | 15.74 | -4.16 | 1.83 | 1.83 | d | 13.41 | 17.57 | -4.16 | ||||||||||
2059 | 11.59 | 15.83 | -4.25 | 1.83 | 1.83 | d | 13.42 | 17.66 | -4.24 | ||||||||||
2060 | 11.59 | 15.92 | -4.33 | 1.83 | 1.82 | .01 | 13.42 | 17.74 | -4.32 | ||||||||||
2061 | 11.60 | 16.00 | -4.40 | 1.83 | 1.82 | .01 | 13.43 | 17.82 | -4.39 | ||||||||||
2062 | 11.61 | 16.08 | -4.47 | 1.83 | 1.82 | .01 | 13.44 | 17.89 | -4.46 | ||||||||||
2063 | 11.61 | 16.15 | -4.53 | 1.83 | 1.82 | .01 | 13.44 | 17.96 | -4.52 | ||||||||||
2064 | 11.62 | 16.21 | -4.60 | 1.83 | 1.82 | .01 | 13.45 | 18.03 | -4.58 | ||||||||||
2065 | 11.62 | 16.28 | -4.66 | 1.83 | 1.82 | .01 | 13.45 | 18.10 | -4.65 | ||||||||||
2066 | 11.63 | 16.35 | -4.72 | 1.83 | 1.82 | .01 | 13.46 | 18.17 | -4.71 | ||||||||||
2067 | 11.63 | 16.42 | -4.79 | 1.83 | 1.82 | .02 | 13.47 | 18.24 | -4.77 | ||||||||||
2068 | 11.64 | 16.49 | -4.85 | 1.83 | 1.81 | .02 | 13.47 | 18.31 | -4.84 | ||||||||||
2069 | 11.65 | 16.57 | -4.92 | 1.83 | 1.81 | .02 | 13.48 | 18.38 | -4.90 | ||||||||||
2070 | 11.65 | 16.64 | -4.99 | 1.83 | 1.81 | .02 | 13.48 | 18.46 | -4.97 | ||||||||||
2071 | 11.66 | 16.72 | -5.06 | 1.83 | 1.81 | .02 | 13.49 | 18.53 | -5.04 | ||||||||||
2072 | 11.66 | 16.79 | -5.13 | 1.83 | 1.81 | .03 | 13.50 | 18.60 | -5.10 | ||||||||||
2073 | 11.67 | 16.87 | -5.20 | 1.83 | 1.80 | .03 | 13.50 | 18.67 | -5.17 | ||||||||||
2074 | 11.67 | 16.95 | -5.27 | 1.83 | 1.79 | .04 | 13.51 | 18.74 | -5.23 | ||||||||||
2075 | 11.68 | 17.02 | -5.34 | 1.83 | 1.78 | .05 | 13.51 | 18.80 | -5.29 | ||||||||||
2076 | 11.68 | 17.07 | -5.39 | 1.83 | 1.78 | .06 | 13.52 | 18.85 | -5.33 | ||||||||||
2077 | 11.69 | 17.12 | -5.43 | 1.83 | 1.77 | .06 | 13.52 | 18.89 | -5.37 | ||||||||||
2078 | 11.69 | 17.16 | -5.47 | 1.83 | 1.77 | .06 | 13.52 | 18.93 | -5.40 | ||||||||||
2079 | 11.69 | 17.18 | -5.49 | 1.83 | 1.76 | .07 | 13.53 | 18.95 | -5.42 | ||||||||||
2080 | 11.70 | 17.20 | -5.50 | 1.83 | 1.76 | .07 | 13.53 | 18.96 | -5.43 | ||||||||||
2081 | 11.70 | 17.20 | -5.51 | 1.83 | 1.76 | .08 | 13.53 | 18.96 | -5.43 | ||||||||||
2082 | 11.70 | 17.20 | -5.50 | 1.83 | 1.75 | .08 | 13.53 | 18.95 | -5.42 | ||||||||||
2083 | 11.70 | 17.19 | -5.49 | 1.83 | 1.75 | .09 | 13.53 | 18.93 | -5.41 | ||||||||||
2084 | 11.70 | 17.17 | -5.47 | 1.83 | 1.74 | .09 | 13.53 | 18.91 | -5.38 | ||||||||||
2085 | 11.69 | 17.13 | -5.43 | 1.83 | 1.74 | .09 | 13.53 | 18.87 | -5.34 | ||||||||||
2086 | 11.69 | 17.08 | -5.39 | 1.83 | 1.74 | .09 | 13.52 | 18.82 | -5.30 | ||||||||||
2087 | 11.69 | 17.02 | -5.33 | 1.83 | 1.75 | .09 | 13.52 | 18.77 | -5.24 | ||||||||||
2088 | 11.68 | 16.95 | -5.27 | 1.83 | 1.75 | .08 | 13.52 | 18.70 | -5.19 | ||||||||||
2089 | 11.68 | 16.88 | -5.20 | 1.83 | 1.76 | .07 | 13.51 | 18.64 | -5.13 | ||||||||||
2090 | 11.68 | 16.81 | -5.13 | 1.83 | 1.77 | .07 | 13.51 | 18.58 | -5.07 | ||||||||||
2091 | 11.67 | 16.74 | -5.07 | 1.83 | 1.78 | .06 | 13.51 | 18.52 | -5.01 | ||||||||||
2092 | 11.67 | 16.68 | -5.01 | 1.83 | 1.79 | .05 | 13.50 | 18.47 | -4.96 | ||||||||||
2093 | 11.66 | 16.63 | -4.96 | 1.83 | 1.79 | .04 | 13.50 | 18.42 | -4.92 | ||||||||||
2094 | 11.66 | 16.58 | -4.92 | 1.83 | 1.80 | .03 | 13.50 | 18.38 | -4.89 | ||||||||||
2095 | 11.66 | 16.55 | -4.89 | 1.83 | 1.81 | .03 | 13.50 | 18.36 | -4.86 | ||||||||||
2096 | 11.66 | 16.53 | -4.87 | 1.83 | 1.81 | .02 | 13.49 | 18.34 | -4.85 | ||||||||||
2097 | 11.66 | 16.51 | -4.85 | 1.84 | 1.82 | .02 | 13.49 | 18.33 | -4.84 | ||||||||||
2098 | 11.66 | 16.50 | -4.85 | 1.84 | 1.82 | .01 | 13.49 | 18.33 | -4.84 | ||||||||||
2099 | 11.66 | 16.51 | -4.85 | 1.84 | 1.83 | .01 | 13.49 | 18.34 | -4.84 | ||||||||||
2100 | 11.66 | 16.52 | -4.86 | 1.84 | 1.83 | d | 13.50 | 18.35 | -4.86 | ||||||||||
Low-cost: |
|||||||||||||||||||
2025 | 10.93 | 13.26 | -2.32 | 1.78 | 1.53 | .25 | 12.71 | 14.78 | -2.07 | ||||||||||
2026 | 11.28 | 13.12 | -1.84 | 1.82 | 1.51 | .31 | 13.11 | 14.63 | -1.52 | ||||||||||
2027 | 11.23 | 13.11 | -1.88 | 1.81 | 1.47 | .34 | 13.04 | 14.59 | -1.55 | ||||||||||
2028 | 11.24 | 13.12 | -1.88 | 1.81 | 1.39 | .42 | 13.05 | 14.51 | -1.46 | ||||||||||
2029 | 11.26 | 13.12 | -1.86 | 1.81 | 1.32 | .49 | 13.07 | 14.44 | -1.37 | ||||||||||
2030 | 11.27 | 13.10 | -1.83 | 1.81 | 1.25 | .56 | 13.08 | 14.35 | -1.27 | ||||||||||
2031 | 11.29 | 13.07 | -1.78 | 1.81 | 1.21 | .60 | 13.10 | 14.28 | -1.18 | ||||||||||
2032 | 11.30 | 13.01 | -1.71 | 1.81 | 1.18 | .63 | 13.11 | 14.19 | -1.08 | ||||||||||
2033 | 11.33 | 12.94 | -1.61 | 1.81 | 1.15 | .66 | 13.14 | 14.09 | -.95 | ||||||||||
2034 | 11.34 | 12.87 | -1.53 | 1.81 | 1.13 | .68 | 13.15 | 14.00 | -.85 | ||||||||||
2035 | 11.34 | 12.84 | -1.50 | 1.81 | 1.12 | .69 | 13.15 | 13.96 | -.81 | ||||||||||
2036 | 11.34 | 12.82 | -1.48 | 1.81 | 1.12 | .69 | 13.16 | 13.94 | -.78 | ||||||||||
2037 | 11.35 | 12.81 | -1.46 | 1.81 | 1.11 | .70 | 13.16 | 13.92 | -.76 | ||||||||||
2038 | 11.35 | 12.78 | -1.43 | 1.81 | 1.11 | .70 | 13.16 | 13.89 | -.73 | ||||||||||
2039 | 11.35 | 12.74 | -1.39 | 1.81 | 1.12 | .69 | 13.16 | 13.86 | -.70 | ||||||||||
2040 | 11.35 | 12.70 | -1.35 | 1.81 | 1.13 | .68 | 13.17 | 13.83 | -.66 | ||||||||||
2041 | 11.35 | 12.65 | -1.29 | 1.81 | 1.14 | .67 | 13.17 | 13.79 | -.62 | ||||||||||
2042 | 11.35 | 12.59 | -1.24 | 1.81 | 1.16 | .66 | 13.17 | 13.75 | -.58 | ||||||||||
2043 | 11.35 | 12.54 | -1.19 | 1.81 | 1.18 | .64 | 13.17 | 13.71 | -.55 | ||||||||||
2044 | 11.35 | 12.49 | -1.14 | 1.82 | 1.19 | .62 | 13.17 | 13.68 | -.51 | ||||||||||
2045 | 11.35 | 12.44 | -1.09 | 1.82 | 1.20 | .61 | 13.17 | 13.64 | -.48 | ||||||||||
2046 | 11.35 | 12.39 | -1.04 | 1.82 | 1.22 | .60 | 13.17 | 13.61 | -.44 | ||||||||||
2047 | 11.35 | 12.36 | -1.01 | 1.82 | 1.22 | .59 | 13.17 | 13.58 | -.41 | ||||||||||
2048 | 11.35 | 12.33 | -.98 | 1.82 | 1.23 | .58 | 13.17 | 13.56 | -.39 | ||||||||||
2049 | 11.35 | 12.31 | -.96 | 1.82 | 1.24 | .58 | 13.17 | 13.55 | -.38 | ||||||||||
2050 | 11.35 | 12.29 | -.94 | 1.82 | 1.25 | .57 | 13.17 | 13.54 | -.37 | ||||||||||
2051 | 11.35 | 12.28 | -.93 | 1.82 | 1.25 | .57 | 13.17 | 13.53 | -.36 | ||||||||||
2052 | 11.35 | 12.28 | -.92 | 1.82 | 1.26 | .56 | 13.17 | 13.53 | -.36 | ||||||||||
2053 | 11.35 | 12.28 | -.93 | 1.82 | 1.26 | .56 | 13.17 | 13.54 | -.37 | ||||||||||
2054 | 11.36 | 12.29 | -.94 | 1.82 | 1.26 | .56 | 13.18 | 13.56 | -.38 | ||||||||||
2055 | 11.36 | 12.32 | -.96 | 1.82 | 1.26 | .56 | 13.18 | 13.58 | -.40 | ||||||||||
2056 | 11.36 | 12.35 | -.99 | 1.82 | 1.26 | .56 | 13.18 | 13.61 | -.43 | ||||||||||
2057 | 11.37 | 12.39 | -1.02 | 1.82 | 1.26 | .56 | 13.19 | 13.64 | -.46 | ||||||||||
2058 | 11.37 | 12.43 | -1.06 | 1.82 | 1.25 | .57 | 13.19 | 13.68 | -.49 | ||||||||||
2059 | 11.37 | 12.46 | -1.09 | 1.82 | 1.24 | .58 | 13.19 | 13.71 | -.51 | ||||||||||
2060 | 11.38 | 12.50 | -1.12 | 1.82 | 1.24 | .58 | 13.20 | 13.73 | -.54 | ||||||||||
2061 | 11.38 | 12.52 | -1.14 | 1.82 | 1.23 | .59 | 13.20 | 13.75 | -.56 | ||||||||||
2062 | 11.38 | 12.54 | -1.16 | 1.82 | 1.23 | .59 | 13.20 | 13.77 | -.57 | ||||||||||
2063 | 11.38 | 12.56 | -1.17 | 1.82 | 1.23 | .59 | 13.20 | 13.79 | -.58 | ||||||||||
2064 | 11.39 | 12.57 | -1.19 | 1.82 | 1.23 | .59 | 13.21 | 13.80 | -.59 | ||||||||||
2065 | 11.39 | 12.59 | -1.20 | 1.82 | 1.22 | .60 | 13.21 | 13.81 | -.60 | ||||||||||
2066 | 11.39 | 12.60 | -1.21 | 1.82 | 1.22 | .60 | 13.21 | 13.82 | -.61 | ||||||||||
2067 | 11.39 | 12.61 | -1.22 | 1.82 | 1.22 | .60 | 13.21 | 13.83 | -.62 | ||||||||||
2068 | 11.39 | 12.63 | -1.23 | 1.82 | 1.21 | .61 | 13.21 | 13.84 | -.63 | ||||||||||
2069 | 11.39 | 12.64 | -1.25 | 1.82 | 1.21 | .61 | 13.21 | 13.85 | -.64 | ||||||||||
2070 | 11.40 | 12.66 | -1.26 | 1.82 | 1.21 | .61 | 13.22 | 13.87 | -.65 | ||||||||||
2071 | 11.40 | 12.67 | -1.28 | 1.82 | 1.21 | .61 | 13.22 | 13.88 | -.66 | ||||||||||
2072 | 11.40 | 12.69 | -1.29 | 1.82 | 1.20 | .62 | 13.22 | 13.89 | -.67 | ||||||||||
2073 | 11.40 | 12.70 | -1.30 | 1.82 | 1.20 | .62 | 13.22 | 13.90 | -.68 | ||||||||||
2074 | 11.40 | 12.72 | -1.31 | 1.82 | 1.19 | .63 | 13.22 | 13.91 | -.69 | ||||||||||
2075 | 11.40 | 12.72 | -1.32 | 1.82 | 1.19 | .63 | 13.22 | 13.91 | -.69 | ||||||||||
2076 | 11.40 | 12.72 | -1.32 | 1.82 | 1.18 | .64 | 13.22 | 13.90 | -.68 | ||||||||||
2077 | 11.40 | 12.71 | -1.30 | 1.82 | 1.18 | .64 | 13.22 | 13.88 | -.66 | ||||||||||
2078 | 11.40 | 12.69 | -1.28 | 1.82 | 1.17 | .65 | 13.22 | 13.86 | -.64 | ||||||||||
2079 | 11.40 | 12.65 | -1.25 | 1.82 | 1.17 | .65 | 13.22 | 13.82 | -.60 | ||||||||||
2080 | 11.40 | 12.61 | -1.21 | 1.82 | 1.17 | .65 | 13.22 | 13.78 | -.56 | ||||||||||
2081 | 11.39 | 12.56 | -1.17 | 1.82 | 1.16 | .66 | 13.22 | 13.73 | -.51 | ||||||||||
2082 | 11.39 | 12.51 | -1.12 | 1.82 | 1.16 | .66 | 13.21 | 13.67 | -.46 | ||||||||||
2083 | 11.39 | 12.45 | -1.06 | 1.82 | 1.16 | .66 | 13.21 | 13.60 | -.40 | ||||||||||
2084 | 11.38 | 12.37 | -.99 | 1.82 | 1.16 | .66 | 13.20 | 13.53 | -.33 | ||||||||||
2085 | 11.38 | 12.29 | -.91 | 1.82 | 1.16 | .66 | 13.20 | 13.45 | -.25 | ||||||||||
2086 | 11.37 | 12.20 | -.83 | 1.82 | 1.16 | .66 | 13.19 | 13.36 | -.17 | ||||||||||
2087 | 11.37 | 12.10 | -.73 | 1.82 | 1.16 | .66 | 13.19 | 13.26 | -.08 | ||||||||||
2088 | 11.36 | 12.00 | -.64 | 1.82 | 1.17 | .65 | 13.18 | 13.17 | .01 | ||||||||||
2089 | 11.35 | 11.90 | -.54 | 1.82 | 1.18 | .65 | 13.17 | 13.07 | .10 | ||||||||||
2090 | 11.35 | 11.80 | -.45 | 1.82 | 1.18 | .64 | 13.17 | 12.98 | .19 | ||||||||||
2091 | 11.34 | 11.71 | -.37 | 1.82 | 1.19 | .63 | 13.16 | 12.90 | .26 | ||||||||||
2092 | 11.34 | 11.63 | -.29 | 1.82 | 1.20 | .62 | 13.16 | 12.83 | .33 | ||||||||||
2093 | 11.33 | 11.56 | -.23 | 1.82 | 1.21 | .61 | 13.15 | 12.77 | .39 | ||||||||||
2094 | 11.33 | 11.51 | -.18 | 1.82 | 1.21 | .61 | 13.15 | 12.72 | .43 | ||||||||||
2095 | 11.33 | 11.47 | -.14 | 1.82 | 1.22 | .60 | 13.15 | 12.69 | .46 | ||||||||||
2096 | 11.33 | 11.45 | -.12 | 1.82 | 1.22 | .60 | 13.15 | 12.67 | .48 | ||||||||||
2097 | 11.32 | 11.44 | -.11 | 1.82 | 1.23 | .60 | 13.15 | 12.66 | .48 | ||||||||||
2098 | 11.32 | 11.44 | -.11 | 1.82 | 1.23 | .59 | 13.15 | 12.67 | .48 | ||||||||||
2099 | 11.33 | 11.45 | -.13 | 1.82 | 1.23 | .59 | 13.15 | 12.69 | .46 | ||||||||||
2100 | 11.33 | 11.48 | -.15 | 1.82 | 1.23 | .59 | 13.15 | 12.71 | .44 | ||||||||||
High-cost: |
|||||||||||||||||||
2025 | 11.14 | 14.09 | -2.95 | 1.81 | 1.69 | .12 | 12.95 | 15.77 | -2.82 | ||||||||||
2026 | 11.13 | 14.58 | -3.45 | 1.79 | 1.80 | -.01 | 12.92 | 16.38 | -3.46 | ||||||||||
2027 | 11.32 | 14.82 | -3.50 | 1.82 | 1.84 | -.02 | 13.14 | 16.65 | -3.52 | ||||||||||
2028 | 11.36 | 15.06 | -3.70 | 1.82 | 1.81 | .01 | 13.17 | 16.86 | -3.69 | ||||||||||
2029 | 11.39 | 15.31 | -3.92 | 1.82 | 1.78 | .04 | 13.20 | 17.09 | -3.88 | ||||||||||
2030 | 11.42 | 15.60 | -4.19 | 1.82 | 1.76 | .06 | 13.24 | 17.36 | -4.13 | ||||||||||
2031 | 11.46 | 15.90 | -4.45 | 1.82 | 1.78 | .04 | 13.28 | 17.68 | -4.40 | ||||||||||
2032 | 11.49 | 16.18 | -4.70 | 1.82 | 1.80 | .02 | 13.31 | 17.98 | -4.67 | ||||||||||
2033 | 11.54 | 16.44 | -4.90 | 1.82 | 1.83 | d | 13.36 | 18.27 | -4.90 | ||||||||||
2034 | 11.58 | 16.70 | -5.12 | 1.82 | 1.86 | -.04 | 13.40 | 18.55 | -5.16 | ||||||||||
2035 | 11.59 | 16.90 | -5.31 | 1.82 | 1.90 | -.07 | 13.41 | 18.79 | -5.38 | ||||||||||
2036 | 11.61 | 17.11 | -5.50 | 1.82 | 1.93 | -.11 | 13.43 | 19.04 | -5.61 | ||||||||||
2037 | 11.62 | 17.32 | -5.70 | 1.82 | 1.97 | -.14 | 13.45 | 19.29 | -5.84 | ||||||||||
2038 | 11.64 | 17.51 | -5.87 | 1.83 | 2.00 | -.17 | 13.46 | 19.51 | -6.05 | ||||||||||
2039 | 11.65 | 17.68 | -6.03 | 1.83 | 2.04 | -.21 | 13.48 | 19.71 | -6.24 | ||||||||||
2040 | 11.66 | 17.82 | -6.16 | 1.83 | 2.08 | -.25 | 13.49 | 19.90 | -6.41 | ||||||||||
2041 | 11.67 | 17.94 | -6.27 | 1.83 | 2.13 | -.30 | 13.50 | 20.07 | -6.57 | ||||||||||
2042 | 11.68 | 18.05 | -6.37 | 1.83 | 2.18 | -.35 | 13.51 | 20.22 | -6.71 | ||||||||||
2043 | 11.69 | 18.15 | -6.46 | 1.83 | 2.22 | -.39 | 13.52 | 20.37 | -6.85 | ||||||||||
2044 | 11.70 | 18.26 | -6.56 | 1.83 | 2.27 | -.44 | 13.53 | 20.53 | -6.99 | ||||||||||
2045 | 11.71 | 18.38 | -6.67 | 1.83 | 2.31 | -.47 | 13.54 | 20.69 | -7.14 | ||||||||||
2046 | 11.72 | 18.50 | -6.78 | 1.83 | 2.34 | -.51 | 13.55 | 20.84 | -7.29 | ||||||||||
2047 | 11.73 | 18.63 | -6.90 | 1.83 | 2.38 | -.54 | 13.56 | 21.00 | -7.44 | ||||||||||
2048 | 11.74 | 18.76 | -7.02 | 1.84 | 2.41 | -.57 | 13.58 | 21.17 | -7.59 | ||||||||||
2049 | 11.75 | 18.90 | -7.15 | 1.84 | 2.43 | -.60 | 13.59 | 21.34 | -7.75 | ||||||||||
2050 | 11.76 | 19.04 | -7.28 | 1.84 | 2.46 | -.62 | 13.60 | 21.50 | -7.91 | ||||||||||
2051 | 11.77 | 19.19 | -7.41 | 1.84 | 2.49 | -.65 | 13.61 | 21.67 | -8.06 | ||||||||||
2052 | 11.78 | 19.34 | -7.56 | 1.84 | 2.51 | -.67 | 13.62 | 21.86 | -8.23 | ||||||||||
2053 | 11.80 | 19.51 | -7.71 | 1.84 | 2.54 | -.70 | 13.64 | 22.04 | -8.41 | ||||||||||
2054 | 11.81 | 19.68 | -7.87 | 1.84 | 2.56 | -.72 | 13.65 | 22.24 | -8.59 | ||||||||||
2055 | 11.82 | 19.87 | -8.05 | 1.84 | 2.57 | -.73 | 13.66 | 22.44 | -8.78 | ||||||||||
2056 | 11.84 | 20.06 | -8.23 | 1.84 | 2.59 | -.74 | 13.68 | 22.65 | -8.97 | ||||||||||
2057 | 11.85 | 20.27 | -8.42 | 1.84 | 2.59 | -.75 | 13.69 | 22.86 | -9.17 | ||||||||||
2058 | 11.87 | 20.48 | -8.62 | 1.84 | 2.59 | -.75 | 13.71 | 23.08 | -9.37 | ||||||||||
2059 | 11.88 | 20.69 | -8.81 | 1.84 | 2.59 | -.75 | 13.72 | 23.29 | -9.56 | ||||||||||
2060 | 11.90 | 20.89 | -8.99 | 1.84 | 2.60 | -.75 | 13.74 | 23.49 | -9.75 | ||||||||||
2061 | 11.91 | 21.08 | -9.17 | 1.84 | 2.60 | -.76 | 13.75 | 23.68 | -9.93 | ||||||||||
2062 | 11.92 | 21.27 | -9.35 | 1.84 | 2.61 | -.76 | 13.77 | 23.88 | -10.11 | ||||||||||
2063 | 11.94 | 21.46 | -9.52 | 1.84 | 2.61 | -.77 | 13.78 | 24.07 | -10.29 | ||||||||||
2064 | 11.95 | 21.64 | -9.69 | 1.84 | 2.62 | -.78 | 13.79 | 24.26 | -10.46 | ||||||||||
2065 | 11.96 | 21.82 | -9.86 | 1.84 | 2.63 | -.78 | 13.81 | 24.45 | -10.64 | ||||||||||
2066 | 11.98 | 22.00 | -10.03 | 1.84 | 2.63 | -.79 | 13.82 | 24.64 | -10.82 | ||||||||||
2067 | 11.99 | 22.19 | -10.20 | 1.85 | 2.64 | -.79 | 13.83 | 24.83 | -10.99 | ||||||||||
2068 | 12.00 | 22.38 | -10.38 | 1.85 | 2.64 | -.80 | 13.85 | 25.02 | -11.17 | ||||||||||
2069 | 12.02 | 22.58 | -10.56 | 1.85 | 2.64 | -.80 | 13.86 | 25.22 | -11.36 | ||||||||||
2070 | 12.03 | 22.78 | -10.75 | 1.85 | 2.65 | -.80 | 13.88 | 25.43 | -11.55 | ||||||||||
2071 | 12.05 | 22.98 | -10.94 | 1.85 | 2.65 | -.80 | 13.89 | 25.63 | -11.74 | ||||||||||
2072 | 12.06 | 23.19 | -11.13 | 1.85 | 2.65 | -.80 | 13.91 | 25.83 | -11.93 | ||||||||||
2073 | 12.08 | 23.39 | -11.32 | 1.85 | 2.64 | -.80 | 13.92 | 26.04 | -12.12 | ||||||||||
2074 | 12.09 | 23.61 | -11.52 | 1.85 | 2.64 | -.79 | 13.94 | 26.24 | -12.31 | ||||||||||
2075 | 12.10 | 23.82 | -11.71 | 1.85 | 2.62 | -.78 | 13.95 | 26.44 | -12.49 | ||||||||||
2076 | 12.12 | 24.01 | -11.90 | 1.85 | 2.62 | -.77 | 13.97 | 26.63 | -12.66 | ||||||||||
2077 | 12.13 | 24.20 | -12.07 | 1.85 | 2.61 | -.76 | 13.98 | 26.81 | -12.83 | ||||||||||
2078 | 12.14 | 24.38 | -12.23 | 1.85 | 2.61 | -.76 | 13.99 | 26.98 | -12.99 | ||||||||||
2079 | 12.16 | 24.54 | -12.39 | 1.85 | 2.60 | -.75 | 14.00 | 27.14 | -13.14 | ||||||||||
2080 | 12.17 | 24.70 | -12.53 | 1.85 | 2.60 | -.75 | 14.01 | 27.30 | -13.28 | ||||||||||
2081 | 12.18 | 24.85 | -12.67 | 1.85 | 2.59 | -.74 | 14.03 | 27.44 | -13.41 | ||||||||||
2082 | 12.19 | 24.99 | -12.80 | 1.85 | 2.58 | -.73 | 14.04 | 27.57 | -13.53 | ||||||||||
2083 | 12.20 | 25.12 | -12.92 | 1.85 | 2.57 | -.72 | 14.05 | 27.69 | -13.64 | ||||||||||
2084 | 12.21 | 25.24 | -13.03 | 1.85 | 2.56 | -.71 | 14.05 | 27.79 | -13.74 | ||||||||||
2085 | 12.21 | 25.33 | -13.12 | 1.85 | 2.55 | -.71 | 14.06 | 27.89 | -13.83 | ||||||||||
2086 | 12.22 | 25.42 | -13.20 | 1.85 | 2.55 | -.70 | 14.07 | 27.97 | -13.90 | ||||||||||
2087 | 12.23 | 25.49 | -13.26 | 1.85 | 2.55 | -.70 | 14.07 | 28.04 | -13.96 | ||||||||||
2088 | 12.23 | 25.54 | -13.31 | 1.85 | 2.55 | -.70 | 14.08 | 28.09 | -14.01 | ||||||||||
2089 | 12.23 | 25.59 | -13.35 | 1.85 | 2.55 | -.71 | 14.08 | 28.14 | -14.06 | ||||||||||
2090 | 12.24 | 25.63 | -13.39 | 1.85 | 2.55 | -.71 | 14.09 | 28.18 | -14.10 | ||||||||||
2091 | 12.24 | 25.66 | -13.42 | 1.85 | 2.56 | -.71 | 14.09 | 28.22 | -14.13 | ||||||||||
2092 | 12.24 | 25.69 | -13.45 | 1.85 | 2.56 | -.71 | 14.09 | 28.25 | -14.15 | ||||||||||
2093 | 12.25 | 25.71 | -13.47 | 1.85 | 2.56 | -.71 | 14.09 | 28.27 | -14.18 | ||||||||||
2094 | 12.25 | 25.74 | -13.49 | 1.85 | 2.56 | -.71 | 14.10 | 28.30 | -14.20 | ||||||||||
2095 | 12.25 | 25.76 | -13.51 | 1.85 | 2.57 | -.72 | 14.10 | 28.33 | -14.23 | ||||||||||
2096 | 12.25 | 25.77 | -13.52 | 1.85 | 2.57 | -.72 | 14.10 | 28.35 | -14.24 | ||||||||||
2097 | 12.25 | 25.79 | -13.53 | 1.85 | 2.58 | -.73 | 14.10 | 28.36 | -14.26 | ||||||||||
2098 | 12.26 | 25.80 | -13.55 | 1.85 | 2.58 | -.73 | 14.11 | 28.38 | -14.28 | ||||||||||
2099 | 12.26 | 25.82 | -13.56 | 1.85 | 2.59 | -.74 | 14.11 | 28.40 | -14.30 | ||||||||||
2100 | 12.26 | 25.83 | -13.57 | 1.85 | 2.59 | -.74 | 14.11 | 28.42 | -14.31 |
a
Income rates include certain reimbursements
from the General Fund of the Treasury. b Benefit payments scheduled to be paid on January 3 are actually paid on December 31 as required by the statutory provision for early delivery of benefit payments when the normal payment delivery date is a Saturday, Sunday, or legal public holiday. For comparability with the values for historical years and the projections in this report, all trust fund operations and reserves reflect the 12 months of benefits scheduled for payment each year. c Under the intermediate assumptions, the first year that the annual balances become negative and remain negative throughout the 75-year projection period is 2010 for both the OASI and combined OASDI funds. For the DI funds, the annual balance is projected to be positive through 2053, negative from 2054 through 2058, and positive through the rest of the 75-year projection period. Under the low-cost assumptions, the annual balance is negative throughout the 75-year projection period for the OASI funds. For the DI funds, the annual balance is projected to be positive throughout the entire 75-year projection period. For the combined OASDI funds, the annual balance is projected to be negative for a temporary period and then become positive before the end of the projection period. Under the high-cost assumptions, the first years that the annual balances become negative and remain negative throughout the 75-year projection period are 2010, 2033, and 2010 for the OASI, DI, and combined OASDI funds, respectively. d Between -0.005 and 0.005 percent of taxable payroll. Notes: 1. The income rate excludes interest income. 2. Revisions of taxable payroll may change some historical values. 3. Components may not sum to totals because of rounding. |